Oaktree Financial Planning

Do you understand the many terms used in investing in mutual funds? Do you struggle to understand the terminology used in mutual funds? Alternatively, are you unsure which mutual funds to buy as your next investment? If the answer to the above questions is, yes, then let us explain you to in easy to understand manner. It's possible that you were given advice telling you to invest in large- or mid-cap funds instead of small-cap funds. But what do the terms "large cap," "mid-cap," and "small cap" funds mean? How do you distinguish between large-cap, mid-cap, and small-cap funds? Let's start with the fundamentals to comprehend what the word "market cap" means. What is market cap? The technical term market capitalization is also known as market cap. Therefore, market capitalization is the market value of a company's outstanding shares. Market capitalization is the total market value of all the shares owned by a company's shareholders....

 MUTUAL FUND – SINGLE SCHEME WITH BALANCED FUND OPPORTUNIY WHAT ARE MUTUAL FUNDS? Mutual fund is a financial instrument for pooling of money from investors sharing a common objective and invests the money in equities, bonds, money market instruments etc. The entire pool of money in mutual fund is managed by professional fund manager. The income / gains from this collective investment are distributed proportionately among the investors after any relevant costs and levies are taken into account by calculating a scheme's "Net Asset Value," or NAV. WHAT IS NET ASSET VALUE “NAV” The unit price of a mutual fund scheme is called. Mutual funds are bought or sold on the basis of NAV. NAV per unit is the market value of securities of a scheme divided by the total number of units of the scheme on a given date.  For e.g., If the market value of securities of a mutual fund scheme is ₹200 lakh and mutual fund issued 10 lakh units of ₹ 10 each to the investors, then the NAV per unit of ...